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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2015 | 12/2020 |
| Securian Financial Services Inc | Saint Paul | MN | 01/2021 | 08/2023 |
| Cri Securities | St Paul | MN | 01/2021 | 10/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 01/2021 | 08/2023 |
| North Star Resource Group | Houston | TX | 01/2021 | 03/2024 |
| Cetera Advisor Networks Llc | Houston | TX | 08/2023 | 03/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 03/2024 |
| Lpl Financial Llc | Pearland | TX | 03/2024 | Present |
1) 05/30/2025 - Standard - Individual Disability Insurance - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/30/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-20 |
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